Geopolitics and the Future of LNG

In an era of global uncertainty, LNG continues to play a crucial role in maintaining energy security amidst geopolitical turbulence. This session will bring together experts to examine:

• The impact of recent geopolitical developments, such as peace talks over Ukraine and escalating tariffs in major economies, on LNG markets
• Key geopolitical risks that could significantly influence the LNG industry in the coming years
• Strategies for industry players to navigate and thrive in an increasingly complex global landscape
• The evolving role of LNG in fostering energy security and diplomatic relations between nations

Tackling Methane Emissions in the LNG Sector

As LNG takes on a growing role in the energy mix and global efforts to reduce emissions gain momentum, addressing methane intensity across the value chain has become a critical focus. This session will examine:

• The current state of methane emissions in the LNG industry and the varied pace of reduction efforts
• Best practices and innovative technologies for effectively reducing methane emissions throughout the LNG value chain
• Strategies for industry-wide collaboration to accelerate methane reduction initiatives
• How the LNG industry can engage with policymakers to develop effective regulations and support the role of gas in the energy transition
• Discussing the importance of establishing clear and consistent reporting standards for methane emissions

Seas of Change: LNG Shipping in an Evolving Energy Landscape

Despite the obvious requirement to support growing LNG trade, the LNG shipping industry faces a complex mix of challenges that will define its future. What are the key issues driving the sector’s transformation and what are the short- and long-term strategies needed to maintain a competitive edge? This panel session brings together some of the shipping industry’s top voices to discuss:

• How do LNG shipowners and operators balance long-term regulatory compliance with operational feasibility?
• What impact do LNG demand fluctuations have on freight rates, trade routes, and long-term contracts?
• How can the LNG industry attract talent and leverage AI, blockchain, and automation for greater efficiency?
• How can the industry provide investors with confidence that LNG shipping will provide stable, long-term returns?

The Growth of North America’s Gas Market

With the North American gas market projected to grow by over 30% in the next decade, investments across the value chain are set to accelerate as industry players position themselves for new opportunities. This session will explore

• The evolution of the North American market, from rising data centre demand to expanding LNG exports
• Key investment opportunities across the gas value chain
• The impact of North America’s evolving market on global gas and LNG dynamics

ESG Regulations: How Do They Impact on LNG Trade?

EU regulations on emissions and ESG related matters continue to evolve and are expected to have significant impacts on LNG trade, regionally and globally. This session brings together industry experts to explore:

• How evolving regulation of CO2 and CH4 emissions will impact LNG flows into the EU and beyond, potentially creating a two-tier LNG market
• Whether the EU's approach will be adopted outside of Europe and the implications this would have
• Whether the EU's wider ESG regulations will have unintended consequences for security of gas/LNG supply in the region

Fuelling the Future: Navigating the Evolving Landscape of LNG Project Financing

In an ever-evolving global energy landscape, LNG project financing faces new challenges and opportunities in both established and emerging markets. This session brings together leaders from across the industry to:

• Assess the current attractiveness of LNG investments in light of shifting geopolitical dynamics and market conditions
• Explore innovative financing strategies and commercial arrangements to support project development
• Evaluate how project financing approaches impact the affordability of natural gas, particularly for consumers in emerging economies
• Discuss the influence of ESG considerations and the energy transition on LNG project financing and development

The Continued Evolution of LNG

The range of entities trading LNG physically and financially continues to expand as volatility is expected to remain a long-term feature of the LNG business. This session brings together industry experts to explore:

• The characteristics of LNG traders that are successful on a sustained basis
• Why financial players are playing in physical as well as financial markets
• The role that large NOCs are now playing in terms of LNG trading and how this will evolve

Exploring Commercial Innovations in LNG Contracting

As the quantum and diversity of participants in the global LNG business continues to grow, and with volatility and uncertainty expected to remain a feature of the market, innovation in the commercial arrangements for contracting continues apace. This session brings together commercial industry experts to explore:

• How portfolio players and traders are developing their offerings
• The role of North American gas producers in supporting and driving commercial innovations
• To what extent new pricing constructs are evolving

Powering AI: Meeting the Energy Demands of the AI Data Center Boom

Artificial Intelligence (AI) is fueling an unprecedented boom in global data center construction—driving massive, concentrated energy needs that are testing the limits of existing power infrastructure. Meeting these high-load demands has become a critical challenge as AI accelerates across industries. LNG is emerging as a reliable, scalable, and readily deployable solution to power these digital hubs, providing flexibility and speed where traditional grid expansion cannot keep pace. This session will explore:

• The role of small-scale LNG, FSRUs, and modular generation in enabling rapid and resilient data center deployment
• How investment, policy, and infrastructure considerations are shaping LNG’s place in the digital economy
• Ways LNG can bridge the gap between soaring demand, energy security, and rapid deployment needs

LNG: The Catalyst for Hydrogen and Ammonia

• Future low-carbon alternatives: in this conversation, the panel will discuss how LNG can enable a manageable shift to hydrogen and ammonia, exploring:
• Low-carbon production: LNG’s role in producing blue hydrogen and ammonia in conjunction with carbon capture and storage
• Making progress now: deploying mature technologies for blue hydrogen and ammonia while renewable hydrogen and ammonia solutions continue to develop
• Infrastructure compatibility: how can existing LNG infrastructure be adapted for hydrogen and ammonia use, reducing costs and the need for entirely new systems?
• Industry template: lessons from the LNG industry and markets to guide the technological and commercial development of new uses and markets for hydrogen and ammonia

Digital Transformation in the LNG Industry

Exploring the strategic innovations and future directions in digital transformation, this session delves into how cutting-edge technologies are revolutionising the LNG industry.

• How AI and machine learning can optimise LNG operations, enhance predictive maintenance, and improve supply chain efficiency
• Strengthening cybersecurity measures to protect critical LNG infrastructure from cyber threats and ensure the integrity of digital operations
• The role of blockchain in ensuring transparency and traceability in the LNG supply chain, reducing fraud, and building stakeholder trust
• Implementing digital twin technology to create virtual replicas of LNG assets, enabling better asset management and operational efficiency